See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,418 | $82,664+34.8% | $125,339-11.1% | $68,494+62.7% |
| Participation rate | 53.1% | 75.0%-21.9pp | 82.4%-29.2pp | 67.9%-14.8pp |
| Annual return | -18.32% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,784 | $6,110+27.4% | $7,446+4.5% | $4,027+93.3% |
| Admin fee / account holder | $1,816 | $6,275-71.1% | $10,010-81.9% | $5,403-66.4% |